Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,401 | $209,336-86.9% | $197,124-86.1% | $137,256-80.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 25.98% | 48.09%-22.1pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,320 | $9,614+111.4% | $9,135+122.4% | $6,407+217.2% |
| Admin fee / account holder | $14,632 | $17,308-15.5% | $16,298-10.2% | $12,270+19.2% |